Dallas Herold, Financial Advisor located in Cedar Knolls, NJ

Financial Advisor
Dallas J Herold

CFP®, CEPA®
14 Ridgedale Ave Ste 255, Cedar Knolls, NJ 07927opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • College Savings
  • Inheritance Guidance
  • Divorce Finances
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Traveling
  • Health & Nutrition
  • Football
  • History and Museums
  • Vintage Cars

Team Members

  • Ellen Stuart
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(973) 539-2902

Fax

(888) 851-0669

Office Address

14 Ridgedale Ave Ste 255
Cedar Knolls, NJ 07927opens in a new window

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